Retirement Visions Syracuse NY
Bankrate readers check their savings, peek into the future and guess what retirement might look like. Having a long-term plan and sticking to it will increase your chances of arriving at retirement in style.
Anthony Farella
Rockbridge Investment Management, LLC
(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Anthony Farella
Rockbridge Investment Management, LLC
(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY 13202
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®
Data Provided by:
Ms. Teresa Marriner, CFP®
(315)422-7096
231 Walton St
Syracuse, NY
Ms. Teresa Marriner, CFP®
(315)422-7096
231 Walton St
Syracuse, NY 13202
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Eric Petranchuk, CFP®
(585)264-2095
Key Private Bank
Syracuse, NY
Eric Petranchuk, CFP®
(585)264-2095
Key Private Bank
Syracuse, NY 13202
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Richard Urciuoli, CFP®
315-425-0344
344 W Genesee St
Syracuse, NY
Mr. Richard Urciuoli, CFP®
315-425-0344
344 W Genesee St
Syracuse, NY 13202
Firm
Summit Planning Group Inc
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Jeffrey Jock, CFP®
315-426-5678 (5617)
523 Erie Blvd. W.
Syracuse, NY
Mr. Jeffrey Jock, CFP®
315-426-5678 (5617)
523 Erie Blvd. W.
Syracuse, NY 13204
Firm
Empower Associated Services, Inc.
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Natasha Ellison, CFP®
315-424-4062
204 Elsner St
Syracuse, NY
Natasha Ellison, CFP®
315-424-4062
204 Elsner St
Syracuse, NY 13203
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Joseph Lazzaro Jr., CFP®
(315)425-6362
120 Madison St STE 1900
Syracuse, NY
Mr. Joseph Lazzaro Jr., CFP®
(315)425-6362
120 Madison St STE 1900
Syracuse, NY 13202
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Brent Schleicher, CFP®
315-425-6337
120 Madison St Ste 1900
Syracuse, NY
Mr. Brent Schleicher, CFP®
315-425-6337
120 Madison St Ste 1900
Syracuse, NY 13202
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Joel Redmond, CFP®
(315)474-9231
500 Plum Street
Syracuse, NY
Joel Redmond, CFP®
(315)474-9231
500 Plum Street
Syracuse, NY 13204
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Mr. Anthony Farella, CFP®
315-682-1813
101 S Salina St Ste 400
Syracuse, NY
Mr. Anthony Farella, CFP®
315-682-1813
101 S Salina St Ste 400
Syracuse, NY 13202
Firm
Rockbridge Investment Management
Designations
This CFP professional indicated to the CFP Board that he/she is a practicing financial planner
Data Provided by:
Data Provided by:
